2025-02-27T18:07:08-06:00 2024-06-30 390912608 HAWKINS ASH CPAS LLP 55 JEWELERS PARK DR 200 PO BOX 679 NEENAH WI 549570679 990 2023-07-01 396058381 NEENAH ROTARY FOUNDATION INC NEEN 9207258968 PO BOX 275 NEENAH WI 54957 DOUG WELTER TREASURER 9207258968 2025-02-08 1 1 NICHOLAS R SATTLER CPA P01678253 9207222141 2025-02-08 2023 2025-03-06 01:10:19Z DOUG WELTER PO BOX 275 NEENAH WI 54957 57629 0 X N/A X 1960 WI PROVIDE FINANCIAL ASSISTANCE TO INDIVIDUALS ATTENDING POST HIGH SCHOOL STUDIES. 8 8 0 100 0 0 10500 2603 0 0 10424 18880 7826 0 28750 21483 19000 23000 0 0 0 0 4570 0 0 15 2082 23585 25082 5165 -3599 475712 502749 0 0 475712 502749 PROVIDE FINANCIAL ASSISTANCE TO INDIVIDUALS ATTENDING POST HIGH SCHOOL STUDIES. 0 0 23000 23000 PROVIDE FINANCIAL SUPPORT TO STUDENTS ATTENDING POST-HIGH SCHOOL STUDIES. DETAILS OF SUPPORT AVAILABLE UPON REQUEST. 23000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 WI X DOUG WELTER 9207258968 PO BOX 275 NEENAH WI 549570275 X JAIME KRIEWALDT PRESIDENT 2.00 X X 0 0 0 RENEE NEUMEYER PAST PRESIDENT 2.00 X X 0 0 0 PAMELA SEIDL SECRETARY 2.00 X X 0 0 0 DOUG WELTER TREASURER 2.00 X X 0 0 0 MARK STERR DIRECTOR 1.00 X 0 0 0 AARON OLSON DIRECTOR 1.00 X 0 0 0 DAVID KOHLMEYER DIRECTOR 1.00 X 0 0 0 SETH MERRILL DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 2603 2603 10669 10669 44357 36146 8211 8211 8211 21483 18880 0 0 23000 23000 2067 2067 15 15 25082 23000 2082 0 23105 27753 452607 474996 475712 502749 0 0 X 0 0 0 0 475712 502749 475712 502749 475712 502749 -3599 30636 0 X 0 0 0 X 2185 2600 2950 10500 2603 20838 2185 2600 2950 10500 2603 20838 7616 13222 9428 8046 9779 10423 10669 48345 69183 0.19110 0.17900 X BESIDES RECEIVING DONATIONS FROM THE GENERAL PUBLIC THE ORGANIZATION HAS HISTORICALLY HELD AN ANNUAL GOLF OUTING ATTENDED BY VARIOUS COMMUNITY MEMBERS. THE PARTICIPANTS OF THE OUTING DONATE MONEY THROUGHOUT THE EVENT AND THE OUTING ALSO HAS COMMUNITY BUSINESSES AND INDIVIDUALS PROVIDE SPONSORSHIP DOLLARS. THE SPONSORSHIP INCOME, INCLUDED IN THE EVENT INCOME GENERALLY ACCOUNTS FOR NEARLY 40% OF THE TOTAL PROCEEDS. THE OUTING IS HELD ANNUALLY TO PROMOTE THE ORGANIZATIONS CHARITABLE CAUSE AND TO PROVIDE AN OPPORTUNITY FOR COMMUNITY PERSONS EXPOSURE TO THE FOUNDATION. THE ANNUAL OUTING DID NOT OCCUR IN 2020 DUE TO THE COVID-19 PANDEMIC. IN 2023 THE ORGANIZATION IN COORDINATION WITH THREE LOCAL ROTARY CIVIC CLUBS HELD THE OUTING, BUT RATHER THAN SUPPORT THE FOUNDATION, THE PROCEEDS WERE PROVIDED DIRECTLY TO THE CIVIC ORGANIZATIONS TO ALLOW THEM TO SUPPORT TO THE COMMUNITY WHILE DEALING WITH THE AFTER EFFECTS OF THE PANDEMIC. IN THE MOST RECENT FISCAL YEAR THE PROCEEDS FROM THE OUTING WERE DISTRIBUTED TO THE CLUBS. 1 SCHOLARSHIPS 13 23000 PART I, LINE 2: THE BOARD MEETS REGULARLY TO REVIEW SCHOLARSHIP APPLICATION AND VOTE ON THE DISTRIBUTION OF SCHOLARSHIP FUNDS TO APPROPRIATE RECIPIENTS FOLLOWING THE GUIDELINES WITHIN THE ORGANIZATIONAL BY-LAWS. FORM 990EZ ITEM J TAX EXEMPT STATUS, AND SCHEDULE A IRS DATABASE CLASSIFICATION IN PREVIOUS TAX YEARS THE ORGANIZATION DISCOVERED THE INTERNAL REVENUE SERVICE DATABASE HAS THE FOUNDATION CLASSIFIED INCORRECTLY. AFTER INQUIRY THE SERVICE DID RESPOND ON FEBRUARY 21, 2018 AND CONFIRMED IN FACT THE ORGANIZATION IS EXEMPT UNDER 501(C)(3), CONSISTENT WITH THE DETERMINATION LETTER ISSUED IN SEPTEMBER 1963. THE 2018 LETTER (LETTER ID 4077950277; COPY AVAILABLE UPON REQUEST) ALSO CONFIRMED DONORS CAN DEDUCT CONTRIBUTIONS THEY MAKE TO THE ORGANIZATION. AFTER A REVIEW OF THE LATEST DATABASE THE IRS STILL HAS THE ORGANIZATION MISCLASSIFIED. THE FOUNDATION IS IN THE PROCESS OF COMPLETING FORM 8940 TO OBTAIN A REQUEST TO CLARIFY ITS DETERMINATION TO UPDATE THE DATABASE REPORTING. A COPY IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE TREASURER AND BOARD MEMBERS AT A MONTHLY BOARD OF DIRECTORS MEETING. ANY QUESTIONS THAT ARISE ARE RESPONDED TO BY THE INDEPENDENT CPA PREPARER WITHIN THE NEXT WEEK. ONCE ALL QUESTIONS ARE RESPONDED TO, FORM 990 IS FILED. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST